Managing supervisors

Supervisors are team leaders that successfully direct others to achieve certain goals, to improve productivity, and to control costs. Usually, they manage a group of agents in order to prioritize job tasks and solve problems.

Click on the supervisor, on the list, to open the Supervisor profile:

Supervisor_profilepag.png

On the extension page, you can:

 

Edit supervisor information

Click on User_profile_edit.png to open the Edit supervisor pop-up window:
Users_Supervisor.png

On the pop-up window:

  • Drag an image file or click to upload the image file associated with the user.
  • Insert a username (mandatory).
  • Insert the user's full name.
  • Select if authentication is a single step process or if it requires a personal contact as a second step verification.
  • Insert the user's personal contact (it will be mandatory if 2 step verification is selected).
  • Select if user is allowed to log in.
  • Select the user's profile from the drop-down menu (mandatory)
  • Click SAVE to apply changes and close the pop-up window.

 

Edit supervisor profile

Click on Users_actions.png to open the drop-down menu:

Supervisor_editprofile.png

On the drop-down menu you can (when available):

  • Reset password - If the user forgot his password, reset it, so he can choose a new one.
  • Duplicate - Duplicate the user profile.
  • Delete - Delete the user. 

 

Edit members configuration

On the members configurations you can:

 

Add campaigns

Click on User_profile_edit.png, on CAMPAIGNS, to open the Campaigns pop-up window:
Users_Supervisor_campaigns.png

On the Campaigns pop-up window:

  • Click on Users_edituseraddcampaignsbutton.png to open the Add Campaigns pop-up window:
    Users_Supervisor_campaignsadd.png
  • on the pop-up window:
    • Select the campaigns to add the user to.
    • Click ADD CAMPAIGNS to apply changes and close the pop-up window.
  • Click on Users_delete.png to delete the campaign from the user's list.
  • Click SAVE to apply changes and close the pop-up window
    Note: Click on a campaign to see the campaign page.

     

Add teams

Click on User_profile_edit.png, on Teams, to open the Teams pop-up window:
Users_Supervisor_teams.png

On the Teams pop-up window:

  • Click on Users_edituseraddteamsbutton.png to open the Add Teams pop-up window:
    Users_Supervisor_teamsadd.png
  • on the pop-up window:
    • Select the teams to add the user to.
    • Click ADD TEAMS to apply changes and close the pop-up window.
  • Click on User_profile_deletecampaign.png to delete the teams from the user's list.
  • Click SAVE to apply changes and close the pop-up window.
Note: Click on a team to see the campaign page.

 

Edit site

Click on User_profile_edit.png, on Site, to open the Site pop-up window:
Users_Supervisor_sites.png

On the Site pop-up window:

  • On the column Default site, click to select the default site.
  • Click on Users_editusersitebutton.png to open the Add Site pop-up window:
    Users_Supervisor_sitesadd.png
  • on the pop-up window:
    • Select the site to add the user to.
    • Click ADD SITE to apply changes and close the pop-up window.
  • Click on User_profile_deletecampaign.png to delete the sites from the user's list.
  • Click SAVE to apply changes and close the pop-up window.

 

Edit communication settings

On the COMMUNICATIONS tab you can Configure number settings:

Click on User_profile_edit.png, on Number settings, to open the number settings pop-up window:
Users_Supervisor_numbersettings.png

On the Number settings pop-up window:

  • Select if the calls are sent to the chosen phone number or to a softphone.
  • Insert the user's extension.
  • Click Save to apply the changes and close the pop-up window.
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